To Do This:
- Add a payment against the invoice as normal. Always remember to save the details.
- Head to your Templates tab and select ‘Customer Statement’ in either PDF or Word. Remember opening in Word enables you to edit the document.
- Open the Statement in PDF if you do not need to edit it. Check over the document to make sure you are happy with it.
- Once happy, you can email the Statement straight over to the customer.
Thank you for watching our how-to video on How To Send the Customer a Receipt, for more information and access to our free trial please visit our website https://businesspilot.co.uk
